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Submitted by:

i95Dev

33 Wood Avenue South, Suite 600, Iselin, New Jersey, 08830

Phone: 301.760.7499

Dynamics 365 Business Central Connect

Version 1.0

www.i95Dev.com | USA | Australia | India | Copyright © 2019 i95Dev. All Rights Reserved. 1

Contents 1. Introduction ......................................................................................................................................... 2

1.1. About the guide .......................................................................................................................... 2

1.2. Terminologies.............................................................................................................................. 3

2. Configuration and Setup ................................................................................................................... 3

2.1. i95Dev Connector Settings ........................................................................................................ 4

2.2 Setting up the Connector: ......................................................................................................... 5

2.3 Setting up Connector notifications: ......................................................................................... 6

2.4 Enabling Message Queue Report ............................................................................................. 6

2.5 Implementing Locale .................................................................................................................. 7

3. Data synchronization between Magento and DYNAMICS 365 BUSINESS CENTRAL ................ 7

4. Magento Admin Dashboard .............................................................................................................. 8

4.1 Customer ........................................................................................................................................... 8

4.2 Sales Order ........................................................................................................................................ 9

4.3 Product ............................................................................................................................................ 10

5. Message Queue Report in Magento .............................................................................................. 11

5.1 Sync status ................................................................................................................................. 11

5.2 Manual data sync ...................................................................................................................... 12

5.3 Clean up synced data ............................................................................................................... 12

5.4 Viewing sync report and manually syncing data .................................................................. 12


1. Introduction

D365 Business Central Connect is a secure, scalable and an efficient way of integrating

Magento e-commerce and D365 Business Central systems without impacting the existing

workflow. “Dynamics 365 Business Central Connect” is more than just information sync, it

helps in increasing sales, costs reduction, improves operational efficiency, provides

superior customer experience, enables to take the business to next level.

The bidirectional information synchronization results in consistent data across the systems,

which helps in reducing manual administrative work, improves efficiency, streamlines order

fulfilment, inventory and more.

1.1. About the guide

The objective of this document is to provide “Dynamics 365 Business Central Connect”

features and its functionality. The document works on the premise that the reader is

familiar with Magento and DYNAMICS 365 BUSINESS CENTRAL ERP systems.

The manual is divided into the following parts:

# Topic Description

1 Introduction A note about this guide, and terminologies used.

2 Configuration and setup Instructions to enable and configure

“Dynamics 365 Business Central Connect”

3

Information exchanged

between Magento and

DYNAMICS 365

BUSINESS CENTRAL

List of data synchronized between Magento and

DYNAMICS 365 BUSINESS CENTRAL.

4

Magento admin dashboard

Changes made in Magento admin screens to view

DYNAMICS 365 BUSINESS CENTRAL information

(like D365 BC IDs, order status, etc.) associated

with a record in Magento.

5 i95Dev message queue

report in Magento

This section provides information about

synchronization status and more in Magento.

Table 1: List of Topics


1.2. Terminologies

Term Description

Customer Customer details

Address Address details

Customer Group Customer Group details

Product Product details

Inventory Inventory details

Sales Price Sales Prices

Order Order details

Invoice Invoice details

Shipment Shipment details

Connector “Dynamics 365 Business Central Connect”

Magento Admin Magento admin panel or web store’s backend

BC Dynamics 365 Business Central

Table 2: List of Terminologies

2. Configuration and Setup

Upon successful installation of “Dynamics 365 Business Central Connect” on Magento system, two

tabs are added to store configurations screens. i95Dev Connect Settings and i95Dev Message


Queue Report, these tabs are used to configure settings related to “Dynamics 365 Business Central

Connect” and Message Queue report.

Note - This document is for reference purpose only. i95Dev team will take care of installation and

configuration of the connector after “Dynamics 365 Business Central Connect” is installed on client

system

i95Dev Connect settings tab allows to manage the settings related to the connector and consists

four sections as listed below:

i95Dev Extension

i95Dev Connect Settings

i95Dev Connect Notifications

General Contact Info

i95Dev Message Queue Report tab allows to manage the settings related to reporting features

available in “Dynamics 365 Business Central Connect”. The Message Queue report allows the user to

view the statuses of data synchronization from Dynamics 365 BC to Magento, This report section

also allows the user to synchronize the data manually that fails synchronize automatically and much

more.

2.1. i95Dev Connector Settings

After installation, by default the connector is set in disabled mode.

To start data synchronization between Magento and DYNAMICS 365 BUSINESS Central, connector has

to be enabled from store configurations screen.

To enable the connector, follow the steps listed below:

1. Sign in to Magento Admin

2. Click Store option from left side of Admin bar

3. Click on Configurations option in Settings group

4. Scroll down and expand i95Dev Connect Settings tab in the left navigation panel


Fig: i95Dev Connect Settings in store configurations

5. Select Yes in the Enable drop-down list.

Fig: i95Dev Connector Settings in Magento

2.2 Setting up the Connector:

1. Select NAV in the Component drop-down list

2. In the Capture Invoice drop-down list, Select ‘Yes’ to capture amount online, else select ‘No’

Note: By default only Authorize.net and PayPal payment methods are supported to capture funds

online

3. Select Tax Class from Default Tax Class drop-down list option. The selected Tax Class will be

assigned to a Customer Group for synchronization

4. In the Default store drop-down list, select the default store to which the customer, order and

product records will be associated during synchronization

5. In the Default UoM drop-down list, select default UoM that will be assigned to the Products

during synchronization


2.3 Setting up Connector notifications:

1. In the E-Mail Confirmations combo-box, select the records (use ctrl key to select more than one

to enable notifications

a) Invoice: If the option is selected, e-mail is sent to customer whenever Invoice is generated in

Dynamics 365 BC

b) Shipment: If the option is selected, email is sent to customer whenever Shipment is created

in Dynamics 365 BC

2. Order Total Mismatch Notification: From the dropdown option, select ‘Yes’ to receive email

when order total mismatches, else select No.

2.4 Enabling Message Queue Report

This section provides information about status of records that synchronized from Dynamics 365 BC to

Magento. This section allows the Admin to synchronize records manually that fails to synchronize

automatically.

For more information, refer Message Queue Report in Magento.

Follow the below steps to enable Message queue report from Magento Admin Dashboard

1. Click Store option from left side of Admin bar

2. Click on Configurations option in Settings group

3. Click on i95Dev Message Queue Report (as shown in below image)

Fig: i95Dev Message Queue Report Configuration

4. Select Yes in the Enable(extension) drop-down list.


Fig: Message Queue Report Configurations

2.5 Implementing Locale

“Dynamics 365 Business Central Connect” by default is implemented using English language and is

configured using CSV file.

To view custom fields and labels in your preferred language, download the template, add preferred

language, and upload the same to Magento FTP as shown below.

Fig: Locale implementation

3. Data synchronization between Magento and DYNAMICS 365 BUSINESS

CENTRAL

The “Dynamics 365 Business Central Connect” Connector by default synchronizes the

following data between Magento and DYNAMICS 365 BUSINESS CENTRAL:

# Element Magento to D365

BC

D365 BC to

Magento

1 Customer YES NO

2 Address YES NO

3 Customer Group YES NO

4 Sales Order YES NO

5 Product NO YES

6 Tier Prices NO YES


7 Sales Shipment NO YES

8 Sales Invoice NO YES

Data Sync flow between two systems

4. Magento Admin Dashboard

In Magento admin dashboard, one can view DYNAMICS 365 BUSINESS CENTRAL information as D365

BC record ID, order status, etc. of records synced between Magento and DYNAMICS 365 BUSINESS

CENTRAL

4.1 Customer

Once a Customer record synchronizes between Magento and Dynamics 365 BC, User can view D365

BC Customer ID in Customer information screen (Admin Dashboard)

Two additional columns are added in Customer Grid

Origin - To identify the source system where the record was created

D365 BC Customer ID - Primary identifier to correlate the record between Magento and BC

Fig: Showing D365 BC customer ID and Origin in Magento customer grid

Similarly, this section displays additional D365 BC Information in the account Information tab like

customer’s D365 BC Customer ID.

1. Go to the Customer View tab in the Customer Information screen.

2. Scroll down to the D365 BC Information section to view Customer’s D365 BC Customer ID.


Fig: Displaying Business Central customer ID in Magento

4.2 Sales Order

Order work Flow

In Dynamics 365 BC, the default work flow for Order fulfillment consists of 3 steps – Open Order ->

Shipment -> Invoice

Order Grid and Information Screen

Two fields are added to identity the Origin of the order and corresponding D365 BC Order ID

Fig: Showing D365 BC order ID in Magento order grid


Go to Information tab in the Order View screen.

Scroll down to the D365 BC Information section to view Order’s D365 BC Order ID, D365 BC Order

Status

1. Go to Information tab in Order View screen

2. Scroll down to D365 BC Information section to view D365 BC Order ID, D365 BC Order Status

.

Fig: Displaying D365 BC order details in Magento Order View

4.3 Product

Inventory and Tier Prices

For Inventory and Tier Prices, Dynamics 365 BC is considered as Master. Therefore, inventory and

Tier Price information synchronizes from Dynamics 365 BC to Magento

Product Grid Information Screen

In Product grid, additional field ‘Target Product Status’ is added to view the products that

synchronized between Magento and Dynamics 365 BC. The status of such product is displayed as

‘Synced’


5. Message Queue Report in Magento

Message Queue Report provides an overview of the status of data synchronized between Dynamics

365 BC to Magento. The sync status can be viewed using any of these entities:

1. Customer Group

2. Customer

3. Product

4. Address

5. Order

6. Shipment

7. Invoice

This is a dynamic report; once the record is synchronized successfully, the records will be erased from

report section

5.1 Sync status

The Connector assigns different status to each record during various stages of sync process.

Pending Status used for incoming data – once the Connector starts receiving a message

(data of an entity) from Dynamics 365 BC. At this stage, the data is received by

Magento but yet to be synced.

Success Status used for records which have successfully synced to Magento.

Error Status used when the Connector encounters an error during the sync process.

Complete Status used when a record is successfully synced to Magento and the success

notification is sent back to the Dynamics 365 BC system.


5.2 Manual data sync

Each record that fails to sync to Magento (records with sync status “Error”), the connector attempts to

re-sync the record certain number of times which is pre-configured. In the process, if the record syncs

successfully the status of such record changes to “Success” and then to “Complete” as explained in the

table above. However, if the record fails to sync after number of attempts which is pre-configured, the

connector will not attempt to synch such records thereafter the automated retry process is stopped.

Those records will be removed from the message queue periodically (pre-configured).

Magento administrator can manually sync (after resolving the issue that is causing to sync

automatically) or delete those records.

5.3 Clean up synced data

To avoid the message queue with huge amount of data (to understand and in size), the Connector

periodically (pre-defined) removes old data, with sync status “Complete” and “Error”, from the message

queue.

5.4 Viewing sync report and manually syncing data

Please follow the steps to view and synchronize the records manually having status as Error.

1. Login as an administrator in Magento admin panel.

2. Click Reports in the Admin sidebar -> click Message Queue Report in i95Dev Message Queue

group. The system displays the Message Queue Report screen.

i95Dev Magento Queue


3. Select any of the Entity type in Entity Type drop-down list.

Message Queue Report in Magento

4. To view records having Error status, select Error from the Status drop down list and click on Search.

Figure 13: Entity Status in Message Queue Report

5. Select the records (check box) to sync manually

6. Select Sync from the Action

7. Click on Submit

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